Sarah Chilton is a registered investment advisor at D.A. Davidson & CO., based in Helena, MT, with 24 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
40 West 14th Street, Artisan Block, Great Northern Town Center, Helena, MT, 59601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah owns rental property in Helena, MT since 2021, managed by a property manager, requiring minimal time. She is also the treasurer of the board of directors for ULUNIU TOWNHOUSE AOAO in Kihei, HI since January 2025, dedicating a few hours per week to accounting for the association.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations38 states
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